How do I know if I’m a good fit?

We do our best work with:

Professionals who have accumulated investment and retirement assets of $500,000 or more. These assets can be in brokerage, IRA, 401(k), 403(b), options accounts, and more.

How does Archer Investment make money?

We charge a small percentage of the assets we manage for you. The fee varies depending on the size of your portfolio. Typically these range from .5%-1%.

How is Archer Investment different from other firms?

There are three important things that separate our firm from others.

  1. We only take on a limited number of clients. This means you’ll always get remarkable service and extremely personalized recommendations for your finances.
  2. We are a 100% fully digital firm. We operate paper-free and we pay thousands of dollars per year to use industry-leading technology. The world-class technology we use helps us minimize your taxes, trade costs, and maintain your custom Riskalyze (™) risk target.
  3. We are a fiduciary. Fiduciary is a fancy word that has a simple (and important!) meaning… we don’t get paid to steer you into buying overpriced investment products you don’t want or need.

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How do I get started working with Archer Investment?

The first step is for us to have a quick 45-minute call and determine if our expertise matches your needs.

Schedule your call now!